Facility Management: Down to the Nuts and Bolts

1. Facility Management: Down to the Nuts and Bolts Jon Luby Raptor Software, Inc

2. Jon LubyRaptor Software, Incjluby@raptsoft.com603.488.1628 (direct)603.731.7815 (cell)

3. Course Timeline

4. Facility Manager Overview

5. Front-End Database • Front End Database Microsoft Access (.mdb) Default Location on EACH PC is: C:\Program Files\FMDesktop\Facility Manager 2009\ Facility Manager 2009.mdb Reports Forms Application Code Distribute customization by replacing the .mdb file (Back Up First)

6. Back-End (Access) / Middleware (SQL & Oracle) • Back-End (Access) / Middleware (SQL & Oracle) Microsoft Access (.mdb) Usually located on a shared network drive (same drive mapping) SQL / Oracle use a Middleware file FMDesktopMiddleware.mdb Access File can have any name (.mdb) Data (or links to data) No Forms or Reports Data Loading should occur here if importing

7. Most Used Tables

8. Back-End Tables (Structural Data) • tblProperty Properties / Campuses • tbl_Building Buildings – Reside on a Property • tbl_Floor Floors – Reside in a Building • tblAsset Space and Equipment Data – Reside in a Floor • tbl_SpaceAllocation Which Cost Centers are w/ each Space

9. Back-End Tables (Drawing Data) • tblDrawingInventory Location of DWG files • tblDWFInventory Location Information for DWF (lightweight drawings) files

10. Back-End Tables (Administrative Data) • tblDivision Highest Level of Administration (is not required) • tblSubDivision Middle Level of Administration (is not required) • tblAccount Lowest Level of Administration (Cost Centers)

11. Back-End Tables (Additional Data) • tblLabor Employee Data (is not required) • tblOccupant Occupant Data (people who actually can have a seat in a space) • tblOccupantArea Spaces in which people actually sit • tblAlias Full aliasing (display Cost Center as Department for example)

12. Data Cleanup

13. How to Search for Question Mark (?), Asterisk (*), Single Quote (‘), Double Quote (“) and Tilde (~) in Excel Use a tilde (~) in front of the item that you want to find A tilde tells Excel that the next character should be a literal string Example: Edit & Replace of ? entries Select Edit  Replace Enter ~? in the Find What field

14. Facility Manager Database Setup

15. FMDesktop Order of Data Import • Site / Organization Name (through Facility Manager) • Properties (through Facility Manager) • Buildings (through Facility Manager) • Floors (via DWF Import or Facility Link Publish) • Spaces (via DWF Import or Facility Link Publish + Data Import) • Divisions (if used ... generally via Facility Manager) • Subdivisions (if used ... generally via Facility Manager) • Cost Centers (via Data Import) • Occupants (via Data Import) • Occupant Areas (via Data Import) • Space Allocation (via Data Import)

16. Drawing Setup with Revit

17. Drawing Setup with ADT / AA

18. Using Data Link to Link to Excel Spreadsheets

19. Using DBConnect to Link to a Database

20. Using Facility Link with AutoCAD

21. Importing DWF Files into Facility Manager

22. Importing Data into Tables in Facility Manager

23. Reporting in Facility Manager

24. Jon LubyRaptor Software, Incjluby@raptsoft.com603.488.1628 (direct)603.731.7815 (cell)